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Lessons From Leaders #1: Interview with John Moninger at Eaton Vance, Mark Spina at Russell Investments and Brett Wright at Macquarie Group

How do our most senior leaders, and those that offer them consultation, feel about the direction and trajectory of our industry?

What is their outlook on the future state of wholesaling and, based on their considerable experiences, what lessons would they help us all learn?

Welcome to The New Wholesaler Masterminds Radio Show and this special series of episodes we’re calling: Lessons From Leaders

[Read more…]

Are You Tuned In?

Special Edition: DOL Fiduciary Rule:The Implications for Wholesalers and Their Leaders

As a reader of Wholesaler Masterminds® (thank you!), you know that we have a ton of content to help you grow your practice.

And some of that content might be overlooked by some of our loyal readers.

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The Next Crisis Is Always Lurking, Are You Prepared? with Melissa Agnes

It’s bound to happen at some point.

Your superstar PM abruptly resigns.

Your firm’s rating takes a major downgrade.

Or, heaven forbid, a scandal plasters your name across the front page of the industry trades.

[Read more…]

Part One: How To Prepare For Being Laid Off with Mike Brown of Management Recruiters of Cedar Rapids

As the Covid-19 pandemic and the ranks of the unemployed, and soon to be laid off, continue to grow we asked Mike Brown from Management Recruiters of Cedar Rapids (MRCR) to help us understand how to get a head start in preparing for being laid off.

[Read more…]

Can You Swim in the Deep End of the Wholesaling Pool?

We speak A LOT about PVP – Peerless Value Proposition®.

Our coaching calls, speaking engagements, tele-classes and radio shows have all addressed this topic.

And there is something important you need to know.

[Read more…]

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